-15.7%
RMD vs USFD
+34.2%
-49.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | -5.0% | -3.0% | -2.0% | -4.9% |
| 30D | +2.2% | +3.5% | -1.3% | +2.0% |
| 3M | +17.8% | +26.6% | -8.7% | +17.7% |
| 6M | -11.3% | +11.7% | -23.0% | -11.7% |
| YTD | -4.4% | +38.1% | -42.6% | -7.7% |
| 1Y | -15.7% | +33.4% | -49.1% | -17.4% |
| All | -15.7% | +34.2% | -49.9% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded USFD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling